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Meriwether Wealth & Planning’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Meriwether Wealth & Planning’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$268K Hold
12,675
– – 0.13% 97
2026
Q1 		$267K Buy
12,675
+2,388
+23% +$51K 0.15% 94
2025
Q4 		$221K Buy
10,287
+293
+3% +$6.3K 0.12% 112
2025
Q3 		$216K Buy
9,994
+144
+1% +$3.1K 0.12% 117
2025
Q2 		$212K Buy
+9,850
New +$208K 0.13% 118

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Meriwether Wealth & Planning's BSJT Position: Q2 2026 in Review

Meriwether Wealth & Planning held its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) position steady in Q2 2026 at 12,675 shares worth $268K. The position accounts for 0.13% of the portfolio, ranked #97.

Meriwether Wealth & Planning first reported a position in BSJT in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

  • Meriwether Wealth & Planning held 12,675 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $268K as of Q2 2026.
  • Meriwether Wealth & Planning left its Invesco BulletShares 2029 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.13% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #97 holding.
  • Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.